I went through the above discussion & I also slept over my thoughts on taking an unbiased view.
We have seen most of the things which are currently negative about the business. This looks like a beautiful SELL side story.
On the contrary, if I want to look at the positives nothing concrete comes to my mind besides investments in startups which may or may not yield us the kind of returns we expect. I am not able to build a Buy-side story for myself.
Having said that I again went through all my notes & certain other discussions on various platforms.
@The_Seeker has talked about Nitin Mangal though I could not get the paid report however, I was able to find out this interesting video which gave me Goosebumps. (I may be biased because I am a subscriber to this channel).
Disclaimer: Still invested.